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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,523 | $82,032+81.1% | $123,106+20.6% | $59,632+149.1% |
| Participation rate | 85.7% | 83.2%+2.5pp | 86.8%-1.1pp | 68.7%+17.0pp |
| Annual return | -0.13% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.32%-2041.4pp |
| Employer contribution / active EE | $4,669 | $3,297+41.6% | $5,151-9.4% | $2,203+112.0% |
| Participant deferral / active EE | $9,557 | $4,667+104.8% | $6,229+53.4% | $3,192+199.4% |
| Admin fee / account holder | $746 | $5,881-87.3% | $9,015-91.7% | $4,297-82.6% |